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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,312 | $175,231-17.6% | $149,696-3.6% | $139,466+3.5% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 14.84% | 166.77%-151.9pp | 134.46%-119.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $1,459 | $5,478-73.4% | $4,821-69.7% | $4,754-69.3% |
| Participant deferral / active EE | $2,711 | $6,521-58.4% | $5,682-52.3% | $6,712-59.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |